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Summit Securities Group’s Trump Media & Technology Group DJT Stock Holding History

Summit Securities Group’s Portfolio DJT Stock Details DJT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q1 		– Sell
-1,700
Closed -$58K – 1148
2024
Q4 		$58K Buy
+1,700
New +$54K 0.01% 274
2024
Q1 		– Sell
-70,900
Closed -$1.24M – 970
2023
Q4 		$1.24M Sell
70,900
-14,100
-17% -$230K 0.11% 119
2023
Q3 		$1.4M Buy
85,000
+84,600
+21,150% +$1.32M 0.14% 77
2023
Q2 		$5K Hold
400
– – ﹤0.01% 819
2023
Q1 		$6K Sell
400
-10,000
-96% -$148K ﹤0.01% 706
2022
Q4 		$156K Sell
10,400
-112,000
-92% -$2.19M 0.01% 523
2022
Q3 		$2.06M Buy
122,400
+112,000
+1,077% +$2.95M 0.15% 91
2022
Q2 		$251K Sell
10,400
-2,100
-17% -$87.7K 0.03% 267
2022
Q1 		$806K Buy
12,500
+2,500
+25% +$188K 0.09% 163
2021
Q4 		$514K Buy
+10,000
New +$452K 0.02% 367

Other funds holding DJT

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
YAG
Yorkville Advisors Global Mountainside, New Jersey $155M AUM 58.46% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
AFM
Anson Funds Management Dallas, Texas $2.29B AUM 370.24% 1-Year Est. Return
CS
Clear Street New York $24.6B AUM 56.26% 1-Year Est. Return

Summit Securities Group's DJT Position: Q1 2026 in Review

Summit Securities Group sold out of Trump Media & Technology Group (DJT) in Q1 2026, closing a stake of 1 share — an estimated $13 sold.

Summit Securities Group first reported a position in DJT in Q1 2022 and held it in 14 quarters. The position peaked at $675K in Q1 2024. 328 funds tracked by Wall St. Rank hold DJT as of Q1 2026.

  • Summit Securities Group reported no remaining Trump Media & Technology Group position as of Q1 2026 after selling out during the quarter.
  • Summit Securities Group sold 1 Trump Media & Technology Group share in Q1 2026, an estimated $13.
  • Summit Securities Group first reported a position in Trump Media & Technology Group in Q1 2022 and held it in 14 quarters.
  • Summit Securities Group's Trump Media & Technology Group position peaked at $675K in Q1 2024.
  • 328 funds tracked by Wall St. Rank held Trump Media & Technology Group as of Q1 2026.

Based on Summit Securities Group's 13F filing for Q1 2026, filed 30 Apr 2026.